Accounting & Business Strategies

Let's Unlock The ValueStuck in the Potential ofYour Businesses

Business and accounting insights and services that will position your business for long-term financial success. Let's discuss your business needs.

About 1 in 4 businesses fail within year one and 50% within year five

Outside of cash flow issues, the most common issues are management, planning, marketing, rapid growth, lack of demand, operational inefficiencies, and overall lack of business know-how.

P.I.V.O.T. Framework

Whatever challenges your business face they are not new. We apply proven methods to help you overcome them. In addition, our P.I.V.O.T. framework is our proprietary high-level approach to business turnaround, transformation, growth and independence.

P - Personnel Realignment

Core Idea: Reassess and restructure your team to ensure that the right people are in the right roles. This includes evaluating leadership, identifying key talent, and addressing underperformance.

Outcome: A more capable, motivated, and aligned workforce that is better equipped to drive the business forward.

I - Improved Processes

Core Idea: Streamline and standardize business processes to eliminate inefficiencies and reduce disorganization. Effective processes are the backbone of a well-functioning organization.

Outcome: Clear, efficient, and standardized processes that enable smooth operations, reduce costs, and improve overall productivity.

V - Visionary Leadership

Core Idea: Establish strong, visionary leadership that can inspire and guide the company through its turnaround. Effective leadership is crucial for setting the tone, culture, and direction of the business.

Outcome: Leadership that inspires confidence and drives the organization towards a successful turnaround, creating a positive and forward-looking company culture.

O - Organizational Realignment

Core Idea: Restructure the organization and its activities to improve alignment between departments, enhance communication, and create a more cohesive business structure.

Outcome: A more organized and cohesive company structure that enhances communication, collaboration, and overall efficiency.

T - Trusted Customer Relationships

Core Idea: Rebuild trust with customers by improving the quality of products/services, enhancing customer service, and actively engaging with the customer base. Strong customer relationships are essential for long-term business success.

Outcome: Stronger, more trusting relationships with customers, leading to increased loyalty, repeat business, and positive word-of-mouth.

Success

66% of small businesses face financial challenges

59% of small businesses reported being in fair or poor financial condition in 2024, based on the Federal Reserve Banks' Small Business Credit Survey

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